Reviews written by FamaFiduciary

270 results - showing 1 - 25  
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Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   June 20, 2018
Rating 
 
5.0

Bob and Andy, thanks again for another great session on tax planning. This is a great overview, and I realize that Bob has presented something similar to today's webinar in...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   June 11, 2018
Rating 
 
5.0

Fritz, another superb job today. Thank you for continuing to focus in a laser-like manner on the data, and not the "noise", The analogy of the signal versus the noise...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   May 30, 2018
Rating 
 
5.0

Bob thanks for a solid review of the basic principles of the intersection of estates and financial services. Your emphasis are caution in these situations is warranted. Bad things can...

FamaFiduciaryFamaFiduciary   May 23, 2018
Rating 
 
5.0

Today's session was very practical. I've struggled with which commodity funds to utilize. They have certainly had a bad run. I appreciate Craig's candor in observing that some clients are...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   May 07, 2018
Rating 
 
5.0

Great job running the whole show today, Fritz. Your presentation was, as usual, upbeat and informative. We continue to appreciate the call outs of the misguided media talking heads and...

FamaFiduciaryFamaFiduciary   April 25, 2018
Rating 
 
5.0

Thank you to Craig for illustrating the differences between the savings rate and the rate of return scenario for 25 year old client retiring at age 65, This sort of...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   April 11, 2018
Rating 
 
5.0

Thanks Bob for another good summary of the new 2018 tax law and rules. It is now starting to be clearer and the repetition and re-review of all of these...

FamaFiduciaryFamaFiduciary   April 09, 2018
Rating 
 
5.0

Super job today Fritz! Thanks for the reminders on asset allocation "rules" (don't try and make predictions year to year) and also for the refutation of the talking heads on...

FamaFiduciaryFamaFiduciary   March 21, 2018
Rating 
 
5.0

Thank for your another solid analysis of the 7-12 portfolio, and in particular for emphasizing the fact that an advisor can create these portfolios using a variety of custodial platforms,...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   March 13, 2018
Rating 
 
5.0

Andy, thank you for the efforts in getting Dr. Yardeni onto A4A webinar. Excellent material, particularly interesting was the Blue Angels graph (which helped illustrate the data clearly), the retail...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   March 12, 2018
Rating 
 
5.0

Fritz, the fingernails on chalkboard comment was priceless. Thankfully I don't attend many cocktail parties. Probably because I'd like to avoid being asked how I'm "playing the market". It does...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   February 07, 2018
(Updated: February 07, 2018)
Rating 
 
5.0

For this webinar, I would tend to give Bob 10 stars if the ratings went that high. As Andy stated, Bob is the master when it comes to taxation in...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   February 06, 2018
(Updated: February 06, 2018)
Rating 
 
5.0

Fritz, thank you for your long-standing commitment to educating A4A membership over the past many years. Today's webinar was, as usual, interesting, informative and actionable in many ways. We appreciate...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   January 24, 2018
(Updated: January 24, 2018)
Rating 
 
5.0

Super job again today by Craig. The tools offered to speak directly with clients in plain language are highly instructive. Craig's repetition of these tools and techniques is helpful to...

FamaFiduciaryFamaFiduciary   January 08, 2018
(Updated: January 08, 2018)
Rating 
 
5.0

Thank you Fritz for a very useful and interesting presentation today (albeit a bit long). We appreciate your reminders of how earnings drive stock prices, and also bringing down to...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   December 13, 2017
(Updated: December 13, 2017)
Rating 
 
5.0

Today I appreciated the structure of the webinar in breaking down the topics into 4 or 5 separate issues, i.e., performance chasing, then rebalancing, etc. The end became a little...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   December 11, 2017
(Updated: December 11, 2017)
Rating 
 
5.0

Thank you again Fritz for your dedication and commitment to the A4A community and for another superb webinar and review of the economy and capital markets. We all appreciate the...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   November 30, 2017
(Updated: November 30, 2017)
Rating 
 
5.0

Thank you Bob for the usual thorough analysis. As you stated, this is all fast moving and could change further in the coming days. The suggestion that we prepare clients...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   November 15, 2017
(Updated: November 15, 2017)
Rating 
 
5.0

Thank you, Craig. I particularly benefited from and enjoyed the exercise in which Craig began with the large cap stock holding and then added incrementally the lowest correlated asset classes...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   November 13, 2017
(Updated: November 13, 2017)
Rating 
 
5.0

Dear Andy and Fritz, you asked for specific feedback as to what we liked, etc. Some of the text slides that Fritz uses are most valuable (for people who are...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   October 25, 2017
(Updated: October 25, 2017)
Rating 
 
5.0

Craig, the software package is an excellent way to illustrate to clients that they need not worry as much as they might think. Seeing everything in such a succinct and...

FamaFiduciaryFamaFiduciary   October 09, 2017
(Updated: October 09, 2017)
Rating 
 
5.0

To answer Andy's question about the most valuable information in the webinar today, I enjoy the written text and outlines that Fritz puts up at the beginning of a particular...

FamaFiduciaryFamaFiduciary   September 27, 2017
(Updated: September 27, 2017)
Rating 
 
5.0

Bob and Andy, this was a great idea to put on such a timely webinar. This kind of thing is very much appreciated by A4A membership. The same is true...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   September 26, 2017
(Updated: September 26, 2017)
Rating 
 
5.0

Thanks Craig for another excellent review of the 7-12 concept and the importance of diversification. We really appreciate the practical application of your advice in a real-life advisory setting. As...

Financial Advisor Webinar Series
FamaFiduciaryFamaFiduciary   September 11, 2017
(Updated: September 11, 2017)
Rating 
 
5.0

Thank you Fritz for another great review of the markets and economy. Please continue to "call out" the WSJ writers and others who are engaged in "fake news" of sorts...

270 results - showing 1 - 25  
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